Vanguard Capital Wealth Advisors
All 13F Filings
- Location
- Denver, CO
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 108,083
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/21/2026 | 120 | 108,083 | 13F-HR | Vanguard Capital Wealth Advisors |
| Q4 2025 | 1/16/2026 | 128 | 125,016 | 13F-HR | Vanguard Capital Wealth Advisors |
| Q3 2025 | 10/30/2025 | 134 | 125,058 | 13F-HR | Vanguard Capital Wealth Advisors |
| Q2 2025 | 7/11/2025 | 115 | 100,840 | 13F-HR | Vanguard Capital Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
34
(0.0% of total reported value)
· QoQ Δ:
+34
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 95.48 K | 88.4% | 0 | 19.3 K | -19.3 K |
| ETFs | 12.56 K | 11.6% | 2.337 K | 0 | 2.337 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
108,083
Holdings
120
QoQ value change ($000)
-16,933
(-13.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.